DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1.7B
Holdings
16
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BXBLACKSTONE INC | 1,715,202 | $224.6T | 12906239.77% | |
| 2 | WMGWARNER MUSIC GROUP CORP | 5,477,378 | $196.0T | 11267118.71% | |
| 3 | CRMSALESFORCE INC | 724,657 | $190.7T | 10959678.63% | |
| 4 | VRRMVERRA MOBILITY CORP | 8,136,993 | $187.4T | 10770511.74% | |
| 5 | TKOTKO GROUP HOLDINGS INC | 2,120,406 | $173.0T | 9942169.93% | |
| 6 | LPLALPL FINL HLDGS INC | 715,014 | $162.8T | 9354130.46% | |
| 7 | COLDAMERICOLD REALTY TRUST INC | 4,914,469 | $148.8T | 8550026.87% | |
| 8 | LNGCHENIERE ENERGY INC | 867,059 | $148.0T | 8507188.79% | |
| 9 | MLNKMERIDIANLINK INC | 4,167,248 | $103.2T | 5932719.44% | |
| 10 | ACELACCEL ENTERTAINMENT INC | 8,098,349 | $83.2T | 4780192.53% | |
| 11 | FWONALIBERTY MEDIA CORP DEL | 989,344 | $62.5T | 3589728.25% | |
| 12 | IWMISHARES TR | 84,847 | $17.0T | 978777.44% | |
| 13 | IWBISHARES TR | 64,638 | $17.0T | 974312.84% | |
| 14 | —ARES ACQUISITION CORP II | 1,500,000 | $15.8T | 905230.16% | |
| 15 | —SCREAMING EAGLE ACQUISITN CORP | 900,000 | $9.6T | 554518.13% | |
| 16 | —CELLEBRITE DI LTD | 304,300 | $477.8B | 27458.71% |